Is there a way of running a detailed summary report (monthly and annually) of purchases/expenses?
Hello @Positivesafetyuk
Can you provide an example of the data you require
For example
Nominal totals (purchase codes) in a given date range
Purchase invoice/credits in a given date range
Purchase invoice/credits (item lines) in a given date range
You can get most data by running a backup of your data.
This will give you several CSV reports for the ledgers which can be manipulated in excel.
Alternatively you can create custom report to extract data you need.
Please see the links below for more information
https://support.quickfile.co.uk/t/create-a-data-backup-schedule/8867
https://support.quickfile.co.uk/t/build-a-custom-report/8863
This topic was automatically closed 14 days after the last reply. New replies are no longer allowed.